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Atom Investors’s Carlyle Group CG Stock Holding History

Atom Investors’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$319K Buy
+7,571
New +$356K 0.03% 675

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Atom Investors's CG Position: Q2 2026 in Review

Atom Investors opened a new position in Carlyle Group (CG) in Q2 2026: 7,571 shares worth $319K. The stake represents 0.03% of the portfolio and ranks #675 among its holdings.

584 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Atom Investors held 7,571 shares of Carlyle Group worth $319K as of Q2 2026.
  • Carlyle Group was a new Atom Investors position in Q2 2026.
  • Carlyle Group made up 0.03% of Atom Investors's portfolio in Q2 2026, its #675 holding.
  • 584 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.